Anic Equity¶
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Total return since start: 0.69 %¶
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Equity now: -----------------------------> 51637.37 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48438.31 Kr¶
PnL: ---------------------------------------> -649.26 Kr¶
DD now: ---------------------------------> -0.591 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 13:19:44.718207'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HMS Networks | 2 | 3.600000 | 806.400000 | 133.400000 | 19.820000 | 673.000000 |
| FM Mattsson Mora Group B | 54 | -3.790000 | 3294.000000 | 114.000000 | 3.580000 | 3180.000006 |
| Nordea Bank Abp | 29 | 0.840000 | 3561.200000 | 107.200000 | 3.100000 | 3453.999992 |
| HEBA B | 70 | 1.960000 | 2726.500000 | 90.500000 | 3.430000 | 2636.000010 |
| SAAB B | 8 | 1.400000 | 3464.800000 | 87.800000 | 2.600000 | 3377.000000 |
| Swedbank A | 3 | 2.400000 | 615.600000 | 51.600000 | 9.150000 | 564.000000 |
| Fasadgruppen Group | 38 | 0.550000 | 4187.600000 | 46.600000 | 1.130000 | 4140.999992 |
| Resurs Holding | 22 | 1.010000 | 617.540000 | 43.540000 | 7.590000 | 573.999998 |
| AcadeMedia | 12 | 0.730000 | 595.680000 | 38.680000 | 6.940000 | 557.000004 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.420000 | 389.100000 | 34.100000 | 9.610000 | 355.000000 |
| Intrum | 4 | 2.080000 | 550.600000 | 23.600000 | 4.480000 | 527.000000 |
| Norva24 Group | 16 | -1.670000 | 566.400000 | 23.400000 | 4.310000 | 543.000000 |
| OEM International B | 7 | 0.650000 | 546.000000 | 18.000000 | 3.410000 | 527.999997 |
| Eastnine | 4 | 1.120000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Securitas B | 6 | 2.290000 | 585.120000 | 15.120000 | 2.650000 | 570.000000 |
| Coor Service Management Hold. | 8 | 0.970000 | 539.200000 | 7.200000 | 1.350000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.920000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.780000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Karnov Group | 9 | -0.500000 | 537.300000 | 1.300000 | 0.240000 | 536.000004 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | 0.140000 | 545.000000 | -1.000000 | -0.180000 | 546.000000 |
| Corem Property Group B | 59 | 1.670000 | 573.190000 | -3.810000 | -0.660000 | 576.999999 |
| Boozt | 12 | 1.100000 | 1648.800000 | -5.200000 | -0.310000 | 1653.999996 |
| Midsona B | 63 | 0.220000 | 576.450000 | -6.550000 | -1.120000 | 582.999984 |
| Sampo Oyj SDB | 7 | 0.550000 | 3843.000000 | -7.000000 | -0.180000 | 3850.000000 |
| CTEK | 13 | 1.690000 | 508.300000 | -25.700000 | -4.810000 | 533.999999 |
| International Petroleum Corp. | 5 | 0.530000 | 565.500000 | -29.070000 | -4.890000 | 594.565215 |
| Essity B | 2 | -1.470000 | 537.400000 | -36.600000 | -6.380000 | 574.000000 |
| Vivesto | 1368 | -1.900000 | 550.210000 | -62.790000 | -10.240000 | 612.999432 |
| Essity A | 4 | -1.470000 | 1076.000000 | -73.000000 | -6.350000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.800000 | 2948.400000 | -135.600000 | -4.400000 | 3083.999994 |
| OX2 | 22 | 4.470000 | 1849.100000 | -139.900000 | -7.030000 | 1989.000002 |
| Axfood | 15 | -3.380000 | 3897.000000 | -403.000000 | -9.370000 | 4300.000005 |
| Ovzon | 64 | -0.560000 | 3379.200000 | -616.800000 | -15.440000 | 3996.000000 |
| TOTAL | 48438.310000 | -649.260000 | -0.59104% | 49087.564636 |
Updated:¶
'2023-02-01 13:19:57.605682'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
